FINTRX

Enterprise Client Success Manager

FINTRX

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Facilitate new client implementation, thoroughly understanding each account’s pain points & use-case with a custom approach to see to their success
  • Provide proactive and consultative client support throughout the duration of the client engagement
  • Identify & add-on upsells to some of FINTRX’s largest clients
  • Drive revenue growth for the company
  • Work with a strong sense of urgency to meet and exceed daily/monthly KPIs and document interactions with clients
  • Providing additional resources for our client base: including our Knowledge Center, webinars, tutorial videos and other mediums.
  • Maintain up to date and accurate CRM activity

Requirements

  • Bachelor's degree in Business, Communications, Finance and/or Economics
  • 4+ years of experience as a customer success manager within a SaaS, Fintech or Financial services company required
  • Experience within the financial industry strongly preferred
  • Scrappy, resourceful and a creative problem solver when discovering the business needs of the customer and understanding how FINTRX plugs into the bigger picture
  • Proficiency in excel, Gsuite, and other related software
  • Very high attention to detail
  • Proven Leadership Experience -- a leader, a builder, a visionary
  • Excellent written and verb and communication skills
  • Candidate must be able to work EST business hours.
Benefits
  • Competitive annual salary + bonus
  • Unlimited Paid Time Off
  • 401k retirement savings plan
  • Health, dental & vision insurance
  • Remote work environment*

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
customer success managementSaaSfinancial servicesExcelGsuiteupsellingKPI documentationconsultative supportproblem solvingclient implementation
Soft skills
attention to detailleadershipcommunicationresourcefulnesscreativityurgencyclient engagementproactive supportvisionary thinkingbuilder mentality